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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
The best client fit is one who currently works or has previously worked in the technology field in Silicon Valley. Through referrals and household moves our clients now live all over the world. They typically have assets ranging from $4 million to more than $50 million. Most are down to earth smart and savvy successful professionals in their 30's, 40's, and 50's.
Below is a sampling of some of our clients:
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